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Trust Associate Jobs in Florida (NOW HIRING)

Bessemer Trust

Associate Client Advisor

Naples, FL · On-site

Coordinate trust reviews with Fiduciary Officers. CONTINUING PROFESSIONAL EDUCATION AND DEVELOPMENT ... the Associate Client Advisor is expected to stay up to date on economic and market trends by ...

Bessemer Trust

Associate Client Advisor

Miami, FL · On-site

Coordinate trust reviews with Fiduciary Officers. CONTINUING PROFESSIONAL EDUCATION AND DEVELOPMENT ... the Associate Client Advisor is expected to stay up to date on economic and market trends by ...

ASCENSUS

Trust Senior Specialist

Lake Mary, FL · On-site

Provident Trust Group, an Ascensus company, is a self-directed administrator and passive custodian ... Partners with Manager to design and execute on-boarding plans for new associates. * Provides backup ...

Percy Towers

Trusts and Estates Attorney

Naples, FL

$215K - $325K/yr

Senior Private Client Advocate | Trusts & Estates Associate Practice Area: Sophisticated Wealth Management, Generational Planning, and Fiduciary Administration § Location : Naples, FL § Salary ...

TopDog Law

Trust Operations Coordinator

Jupiter, FL · On-site

$51K - $66K/yr

Associate's or Bachelor's degree in Accounting, Finance, Business, or related field, or equivalent ... Background in trust accounting, escrow processing, or legal financial operations. * Experience in a ...

THOMAS AND THOMAS ATTORNEYS AT LAW

Be Seen First

Trust Litigation Paralegal

Stuart, FL · On-site

Trust Litigation Paralegal Position Summary The Trust Litigation Paralegal provides legal and ... Associate or bachelor's Degree preferred. * Paralegal Certificate from an accredited program

THOMAS AND THOMAS ATTORNEYS AT LAW

Be Seen First

Trust Litigation Paralegal

Stuart, FL

Trust Litigation Paralegal Position Summary The Trust Litigation Paralegal provides legal and ... Associate or bachelor's Degree preferred. * Paralegal Certificate from an accredited program

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All JobsTrust Associate JobsTrust Associate Jobs in Florida

Trust Associate information

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$14

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How much do trust associate jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for trust associate in Florida is $14.85, according to ZipRecruiter salary data. Most workers in this role earn between $11.15 and $15.43 per hour, depending on experience, location, and employer.

What is the difference between Trust Associate vs Trust Analyst?

AspectTrust AssociateTrust Analyst
CredentialsTypically requires a bachelor's degree in finance, accounting, or related fieldUsually requires a bachelor's degree, often with additional certifications like CFA or CPA
Work EnvironmentBanking or trust company setting, client-facing rolesFinancial institutions, investment firms, focusing on analysis and reporting
Employer & Industry UsageCommon in trust departments of banks and financial servicesFound in asset management firms, banks, and trust companies
Search & Comparison IntentPeople comparing entry-level trust rolesIndividuals seeking detailed analysis or reporting positions

Trust Associates typically handle client onboarding, account management, and administrative tasks within trust departments. Trust Analysts focus more on financial analysis, reporting, and investment research related to trusts. While both roles require similar educational backgrounds, Trust Analysts often have additional certifications and a stronger emphasis on financial analysis skills.

What are the key skills and qualifications needed to thrive as a trust associate, and why are they important?

To thrive as a Trust Associate, you need a solid understanding of trust administration, financial principles, and relevant legal regulations, often supported by a degree in finance, business, or law. Familiarity with fiduciary accounting software, trust management platforms, and knowledge of industry certifications such as CTFA are commonly required. Strong attention to detail, discretion, and effective communication skills help build client trust and ensure accurate management of sensitive information. These competencies are crucial for safeguarding client assets, maintaining compliance, and delivering high-quality service in trust administration.

What is a trust associate?

Trust Associates are professionals who assist in the administration and management of trusts, estates, and fiduciary accounts. They typically work at banks, trust companies, or law firms, supporting trust officers in tasks such as opening accounts, maintaining records, processing transactions, and ensuring compliance with legal and regulatory requirements. Trust Associates also communicate with clients, beneficiaries, and other stakeholders, helping to coordinate the distribution of assets and resolve related inquiries. Their work is essential in ensuring that trusts are managed efficiently and according to the wishes of the grantor.

What are some typical challenges a trust associate may face in managing client accounts?

A Trust Associate often manages multiple client accounts simultaneously, which can present challenges in balancing attention to detail with timely execution of tasks. Common hurdles include navigating complex legal and regulatory requirements, coordinating with internal teams such as legal, tax, and investment professionals, and responding promptly to client inquiries. Staying organized and maintaining clear communication are crucial for ensuring fiduciary responsibilities are met and for building strong client relationships. Over time, these challenges help Trust Associates develop a comprehensive understanding of wealth management and estate planning.
What are the most commonly searched types of Trust jobs in Florida? The most popular types of Trust jobs in Florida are:
What are popular job titles related to Trust Associate jobs in Florida? For Trust Associate jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Trust Associate jobs in Florida look for? The top searched job categories for Trust Associate jobs in Florida are:
What cities in Florida are hiring for Trust Associate jobs? Cities in Florida with the most Trust Associate job openings:
Trust Associate jobs near you
Infographic showing various Trust Associate job openings in Florida as of July 2026, with employment types broken down into 88% Full Time, and 12% Part Time. Highlights an 100% In-person job distribution, with an average salary of $30,883 per year, or $14.8 per hour.

Trusts & Estates Associate Attorney

Build My Great Team

Jacksonville, FL • On-site

$120K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 24 days ago

Job description

Trusts & Estates Associate Attorney
Trudeau Kane, PLLC
Ponte Vedra Beach, Florida Full-Time In-Office
$120,000 to $150,000 No Billable Hour Requirement No Origination Requirement Boutique High-Net-Worth Practice
Join a sophisticated estate planning, tax, and private client practice built on established relationships, high-level legal work, and a strong foundation of client trust.
Trudeau Kane, PLLC is seeking a full-time Associate Attorney with 3+ years of experience in estate planning, probate, trust administration, tax planning, or related private client work. This opportunity is ideal for an attorney who wants meaningful client contact, direct access to experienced mentors, and exposure to advanced estate, tax, business succession, asset protection, and wealth planning matters.
The firm is newly formed, but the practice is not new. Trudeau Kane is a boutique law firm focused on estate planning, estate and trust administration, taxation, and business planning, built by 2 established, board-certified attorneys with long-standing client relationships and deep roots in the Northeast Florida estate planning and tax community. The firm's attorneys serve as trusted advisors to high-net-worth families and business owners, pairing deep technical expertise with a practical, solutions-oriented approach to deliver sophisticated, tailored counsel that preserves wealth and supports legacy goals. For the right attorney, this is a rare opportunity to join a focused practice at the beginning of its next chapter while stepping into a stable, substantive, and well-developed client service environment.
About the Role
You will support high-net-worth individuals, business owners, executives, entrepreneurs, families, fiduciaries, and charitable organizations with estate planning, probate and trust administration, tax-related planning, business succession, asset protection, charitable giving, and related private client matters.
The strongest candidate will bring sound judgment, strong drafting ability, excellent communication skills, and a sincere interest in serving clients with professionalism, discretion, and care.
Key Responsibilities
  • Serve as a trusted advisor to clients in estate planning, probate, trust administration, and related planning matters
  • Draft, revise, and finalize wills, revocable trusts, irrevocable trusts, powers of attorney, health care directives, and related estate planning documents
  • Assist with wealth transfer, asset protection, charitable planning, business succession, and tax-sensitive planning strategies
  • Support probate and trust administration matters, including fiduciary guidance, beneficiary communication, filings, deadlines, and administration strategy
  • Participate in client consultations and help translate complex legal and tax concepts into clear, practical guidance
  • Support planning for business owners, closely held businesses, family entities, high-net-worth individuals, and charitable organizations
  • Collaborate with attorneys and support staff to deliver accurate, responsive, and high-quality client service
  • Represent clients in probate court and related proceedings when necessary
  • Contribute to firm growth through strong client service, professional relationships, and business development efforts

Requirements
Required
  • Juris Doctor from an accredited law school
  • Active member of The Florida Bar in good standing
  • 3+ years of experience in estate planning, probate, trust administration, or tax planning
  • Strong drafting skills and the ability to explain complex planning concepts clearly, in writing and in person

Preferred, not required
  • LL.M. in Taxation or Estate Planning
  • Experience serving high-net-worth individuals, business owners, or closely held businesses
  • Preparation or review of federal estate and gift tax returns
  • Familiarity with business entity formation, charitable giving, or business succession planning
  • Board certification, or progress toward it, in Wills, Trusts and Estates or Tax Law
  • A portable book of business

Benefits
Why This Opportunity Stands Out
  • Work directly with 2 highly credentialed, board-certified attorneys in a sophisticated private client practice
  • Serve a high-net-worth client base with meaningful estate, tax, business, and wealth planning needs
  • Gain exposure to advanced planning strategies in a focused boutique environment
  • Join a newly formed firm with established leadership, existing client relationships, and a clear long-term direction
  • Step into a role with meaningful responsibility, client contact, mentorship, and growth potential
  • Work in-office alongside the firm's founding attorneys in Ponte Vedra Beach
  • No billable hour requirement

Compensation and Benefits
  • Base salary of $120,000 to $150,000, commensurate with experience
  • Productivity-based bonus that can be a significant and meaningful portion of total compensation
  • No origination requirement; origination and business development are recognized in compensation
  • 401(k)
  • Health/Dental/Vision for employee
  • Life insurance
  • Paid time off
  • Paid holidays
  • CLE and professional development support
  • Reimbursement for bar dues and/or section memberships

How to Apply
Please submit your resume for confidential consideration. A cover letter is not required with your initial application. If selected for an interview, the firm will request a brief cover letter so you can share more about your interest in the position and how your experience aligns with the role.
We will contact candidates who best meet the criteria for the position. All applications will be handled with discretion.

Apply